Senior Financial Analyst

Analyticpartners; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

Analyticpartners in Miami, FL, is seeking a detail-oriented Senior Financial Analyst to join the FP&A team. This role supports revenue reporting, forecasting, and analytics for multi-currency operations, partnering with FP&A leadership, Business Development, and Client Engagement.

The ideal candidate has 3–6+ years in FP&A or corporate finance, strong revenue forecasting skills, and experience with tools like Power BI and Salesforce. A Bachelor's in Finance or Accounting is required, along with exceptional attention to detail.

Qualifications

• 3–6+ years in FP&A, corporate finance, or financial reporting.
• SaaS experience is preferred.
• Hands-on with tools like Salesforce and NetSuite.

Responsibilities

• Support monthly forecasting and annual budget cycles.
• Prepare and analyze revenue reporting and pipeline metrics.
• Build and maintain financial models and perform variance analyses.
• Create dashboards and KPIs using Power BI and Tableau.

Skills

Revenue forecasting

Financial modeling

Variance analysis

Attention to detail

Communication skills

Stakeholder management

Advanced Excel

Data visualization

Education

Bachelor’s in Finance, Accounting, or Economics

Tools

Power BI

Tableau

Salesforce

NetSuite

SQL

Job description

Senior Financial Analyst – FP&A

Seeking a detail-oriented Senior Financial Analyst to join the FP&A team and support revenue reporting, forecasting, and analytics for our multi-currency operations. This role partners with FP&A leadership, Business Development, and the Client Engagement Team to produce timely insights that inform go-to-market and operational decisions.

Responsibilities

• Support monthly forecasting, annual budget cycles, and rolling forecasts.
• Prepare and analyze revenue reporting, pipeline metrics, client profitability, and FX impacts.
• Build and maintain financial models and perform variance analyses (actual vs forecast vs budget).
• Create dashboards, KPIs, and self-service reports using Power BI and Tableau drawing from NetSuite and Salesforce data sources.
• Assist with ELT and board presentation decks and ad hoc financial projects.
• Lead continuous improvement projects to streamline reporting and reduce manual work.

Qualifications

• 3–6+ years in FP&A, corporate finance, or financial reporting (client services / professional services or SaaS experience preferred).
• Strong revenue forecasting, financial modeling, and variance analysis skills.
• Hands‑on with Salesforce, NetSuite, Power BI, and Tableau.
• Exceptional attention to detail, ensuring accuracy and integrity across financial models, reporting, and analysis.
• Experience in multi‑currency reporting and understanding of FX translation and remeasurement a plus.
• Excellent communication and stakeholder management skills.
• Advanced Excel and data‑visualization skills; SQL familiarity a plus.
• Bachelor’s in either Finance, Accounting, or Economics is required.
• CPA or CFA preferred.
• Track record of building and improving systems, dashboards, and best‑practice FP&A processes.

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